Arguably the greatest risk to investors today is an under appreciation of how significant a change in bond interest rates will be. And these rates can change even if central banks don’t raise their own short-term offerings. So discussions about what the US Federal Reserve bank does with the fed funds rate, or the Reserve Bank of Australia through its own open market operations, aren’t particularly helpful. Continue…

by Roger Montgomery Posted in Global markets.

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bonds, GFC

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In this interview with Ross Greenwood, David discusses how larger companies are attracting shareholders with yield, while smaller companies are still finding growth. 

by David Buckland Posted in Radio.

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At Montgomery, our investment approach is strongly evidence based.  We look for quality businesses with a history of positive earnings, and we steer away from those with negative earnings even when there is a ‘great turnaround story’ to tell. It means we sometimes miss out on making super-normal gains.  But, more often, it means we avoid being disappointed when a hockey-stick forecast falls flat. Continue…

by Tim Kelley Posted in Market commentary.

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TPG’s results to 31 July 2016 provided the market with its first full 6-month period snapshot of the company including the iiNet acquisition.

by Stuart Jackson Posted in Editor's Pick, Video Insights.

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TPG

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by Roger Montgomery's Team Posted in Old Content.

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These days, it’s not easy for investors to feel relaxed and comfortable. Pouring more fuel on investor anxieties is a report by the Bank of International Settlement that shows global debt spiralling out of control. Continue…

by David Buckland Posted in Global markets.

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debt, interest rates

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by Roger Montgomery's Team Posted in Old Content.

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Healthscope is investing heavily in its hospitals to accommodate Australia’s growing demand for health care. Its 2016 full year result indicates they’re well on track to deliver margin expansion and strong earnings growth over the coming years. Continue…

by Ben MacNevin Posted in Companies.

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Healthscope (HSO)

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